Life View

How can I minimize the need for estate probate?

There are a few tactics whereby you can reduce the need for an estate to be probated by the government: • Defer possible probate by holding assets jointly. Probate fees may be charged when that asset is transferred later through the …

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Investor Insight

How does inflation risk my retirement?

Statistics Canada releases inflation figures regularly to determine the health of the Canadian economy. Increasing inflation indicates that the economy’s overall prices are rising. On the upside, this can mean good economic growth is pushing these numbers higher. Some inflation is …

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Financial Viewpoint

The Fundamentals of Financial Independence

  Here are some essential strategies that will help you achieve financial independence. It is important to get solid advice to design a plan that incorporates planning values such as those noted herein. Separate your savings from your investments. Before …

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